# Velocityehs 401(k) Plan
Source: https://planprovider.pro/companies/velocityehs-401k-plan

> Velocityehs's 401(k) plan: 389 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Velocityehs

- **Sponsor EIN:** 043626476

- **Sponsor Address:** 222 MERCHANDISE MART PLAZA, CHICAGO, IL, 60654

- **Plan Type:** 401(k)

- **Total Participants:** 389

- **Total Assets:** $42.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|389|$42.2M|$980,387|$3.8M|

| 2023|372|$33.7M|$899,433|$3.5M|

| 2022|355|$25.2M|$764,394|$3.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FAIRCOURT PARTNERS LLC|ADVISOR|$96,415|—|$96,415|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$63,000|—|$63,000|

| DUFEK & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DUFEK & COMPANY, LLC](https://planprovider.pro/provider/dufek-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $159,415

- **Estimated Expense Ratio:** 0.378% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$159,415|$96,415|—|—|—|

| 2023|$129,276|$79,270|—|—|—|

| 2022|$137,723|—|—|—|—|

## Similar Plans

- [Hbr Consulting LLC](https://planprovider.pro/companies/hbr-consulting-llc-401k-plan) — 399 participants

- [Payroll & Insurance Group, INC.](https://planprovider.pro/companies/payroll-insurance-group-inc-plan-002) — 373 participants

- [Collegis, LLC](https://planprovider.pro/companies/collegis-llc-401k-plan) — 409 participants

- [Cl Services Acquisition, LLC Dba Visterra Landscape Group](https://planprovider.pro/companies/cl-services-acquisition-llc-dba-visterra-landscape-group-401k-plan) — 355 participants

- [G2.Com, INC.](https://planprovider.pro/companies/g2-crowd-inc-401k-plan) — 354 participants

- [Rms Lifeline INC](https://planprovider.pro/companies/rms-lifeline-inc-401k-plan) — 348 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/velocityehs-401k-plan)

© 2026 PlanProvider.Pro